Livan @SimplerInvestor

Private Investor. Non-Discretionary Commercial/Professional Services. Opinions are not Investment Advice. https://t.co/KLhIKLgEPz Joined September 2019

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Livan @SimplerInvestor

2 weeks ago

Solid Half Year results from $FOU.BR the B2B coffee provider. With almost no revenue growth, operating profit increased by 22% and net income by 47%. With a MC of €10.7M and an EV of €14.5, Fountain trades at: 4x EV/EBITDA 7.5x EV/EBIT 6.5x MC/NI All this on TTM numbers.

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Livan @SimplerInvestor

2 weeks ago

$AALLON / $AALLON.HE 🇫🇮 After a year and a 44% Return. I discuss the ongoing development and operations of Aallon Group, the most unknown Nordic Serial Acquirer/Roll Up. Aallon has acquired more than 40 accounting firms in Finland over the past 7 years. Write up link in bio

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Livan @SimplerInvestor

a month ago

$TAH.NZ announces yet another bolt on acquisition to their ARC business. The increase of ARC as a percentage of the total business is great news, the unit economics and organic growth potential of this segment are immensely better than the GP.

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Livan @SimplerInvestor

a month ago

Great case study !! SMP letters are a must for anyone interested in microcaps.

Anthony @HalvioCapital

a month ago

Great case study !! SMP letters are a must for anyone interested in microcaps.

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Livan @SimplerInvestor

a month ago

$TAH.NZ continues with the stream of positive news. A week ago they confirmed the addition of two more residential aged care under their services. Yesterday the company announced the proposed acquisition of a small ARC competitor. 80% is to be acquired for $1.1M total.

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Livan @SimplerInvestor

2 months ago

To whom can take advantage: Found a Co. in Poland called Energoaparatura S.A $ENP.WA that has signed 2 contracts for 1.5x its current market cap. Insiders have been buying nonstop for the past 2 months. I cannot understand properly and liquidity is low. Not investment advice.

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Livan @SimplerInvestor

2 months ago

$TAH.NZ with a great start for the third consecutive year. Rev up 11 % YoY EBIT up 18 % YoY EPS up 30% YoY Dividend up 22 % YoY ROE 64 % ROCE 43% The company trades at around 17x Eps TTM 12x FCF TTM with a 4 % dividend yield.

John F @Johnsrf_

2 months ago

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Livan @SimplerInvestor

2 months ago

Great way to reflect on forecasts and be held accountable. Shared Research compares the actual earnings vs forecast for Shin Maint $6086.T over the past 10 years. The company has beaten its forecast every year except on 20-21 (Covid).

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Livan @SimplerInvestor

2 months ago

$MHA.L

Tristan Waine @hurdle_rate

2 months ago

$MHA.L

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Tristan Waine @hurdle_rate

2 months ago

A common occurrence the past few weeks. Australian that wants help lodging taxes? Reach out today!

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Livan @SimplerInvestor

3 months ago

Shin Maint Holdings ($6086.T) starts FY 2026 with another great quarter: Rev 17 % YoY EBIT 30% YoY NI 32% YoY Acquired new customers in nursing care, retail and drug stores. AC Maint continues to be a strong driver of revenues. Trades at (LTM): 10x EV/FCF 9x EV/EBIT 14x EV/NI

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Yellowbrick Investing @joinyellowbrick

3 months ago

Added 50 write-ups to the site on Friday (pt 1): @wallstengine (analyst) - $CAVA @RaasGroup - $WA8.AX @RealAssetsValue (holding updates) - $FVR, $DRR-U.TO, $IVT @SimplerInvestor (holding updates) - $MHA.L, $AALLON.HE, $6086.T, $CSSG.L, $TAH.NZ @thefinancialpen - $G13.SI

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Livan @SimplerInvestor

3 months ago

2025 YTD Portfolio Update Performance: 27.91 % Holdings $TAH.NZ 32% $6086.T 21% $MHA.L 17% $AALLON.HE 16% $CSSG.L 13% Cash 1% Only movement in Q2 was the purchase of $MHA.L Full Update with Individual position details in 🔗 in bio.

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Tristan Waine @hurdle_rate

4 months ago

$MHA.L Great trading update londonstockexchange.com/news-article/M…

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Livan @SimplerInvestor

5 months ago

$MHA.L starts its M&A journey as a public Co. Acquires BTSEE which is part of the BTI network in SE Europe. BTSEE is #5 accounting firm in Cyprus after Big 4. Paid 10x PBT 6x EBITDA Dilutes 5.5% with same price, conditions and clawback for partners the IPO had.

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Hurdle Rate Unit Trust @HurdlerateUT

5 months ago

Hurdle Rate has published a new research piece on the LSE listed MHA Plc, a new IPO on the AIM segment of the LSE. Please find the research at our website below: hurdlerate.com.au

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Livan @SimplerInvestor

6 months ago

Q1 2025 Portfolio Update Performance 8.30% Holdings $TAH.NZ 31% $CSSG.L 19% $AALLON.HE 19% $6086.T 17% Cash 14 % 3 out of my 4 holdings are written up on the bio. My thoughts on $CSSG.L future strategy as well as $AALLON.HE 1 year update will be coming up this month.

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Yellowbrick Investing @joinyellowbrick

7 months ago

Added 43 new stock pitches to the site (pt 3): @DutchInvestors - $NEDAP.AS, $EVS.BR (watchlist), $GRG.L @BlokeOak57182 - $DEC @Invesquotes - $STVN (earnings update) @SiemprePulpo - $PNDORA.CO (earnings update) @SimplerInvestor - $TAH.NZ @JustValue48 - $REAT.L (watchlist)

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Livan @SimplerInvestor

7 months ago

$TAH.NZ Third Age Health is a health care provider for ARC facilities with an asset light business model, great capital allocators and business tailwinds trading at 9x TTM FCF. 7 years CAGR : Rev: 22% GP: 20% EBIT: 21% NI: 44% FCF: 31% ROIC: 40% Full write up in link in bio